Group 1 - The core viewpoint of the article indicates a decline in various indices related to carbon neutrality and renewable energy, with the China Carbon Neutrality Index down by 0.2%, the China Photovoltaic Industry Index down by 1.0%, the China New Energy Index down by 1.7%, and the National New Energy Battery Index down by 2.9% [1] - Despite the decline in these indices, there is a notable increase in investment, as evidenced by the nearly 100 million net subscriptions to the E Fund Energy Storage Battery ETF (159566) throughout the day [1] - Huatai Securities emphasizes the importance of accelerating the construction of a new energy system during the 14th Five-Year Plan, focusing on the development of new energy storage and the construction of smart grids, which suggests a positive outlook for the renewable energy sector and the electrification rate [1] Group 2 - The article highlights that companies in the energy storage, wind power, and grid sectors are expected to continue benefiting from the ongoing developments in renewable energy [1]
新能源板块集体回调，资金逆势加码，储能电池ETF易方达（159566）全天净申购近1亿份
Sou Hu Cai Jing·2026-01-29 11:03